WBSIX vs. FBGRX
Compare and contrast key facts about William Blair Small Cap Growth Fund (WBSIX) and Fidelity Blue Chip Growth Fund (FBGRX).
WBSIX is managed by William Blair. It was launched on Dec 27, 1999. FBGRX is managed by Fidelity. It was launched on Dec 31, 1987.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: WBSIX or FBGRX.
Key characteristics
| WBSIX | FBGRX | |
|---|---|---|
| YTD Return | 12.96% | 24.18% |
| 1Y Return | 22.28% | 38.16% |
| 3Y Return (Ann) | -0.03% | 7.01% |
| 5Y Return (Ann) | 10.68% | 21.20% |
| 10Y Return (Ann) | 11.38% | 17.12% |
| Sharpe Ratio | 1.11 | 1.91 |
| Daily Std Dev | 20.21% | 19.87% |
| Max Drawdown | -62.35% | -57.42% |
| Current Drawdown | -7.31% | -6.18% |
Correlation
The correlation between WBSIX and FBGRX is 0.83, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
WBSIX vs. FBGRX - Performance Comparison
In the year-to-date period, WBSIX achieves a 12.96% return, which is significantly lower than FBGRX's 24.18% return. Over the past 10 years, WBSIX has underperformed FBGRX with an annualized return of 11.38%, while FBGRX has yielded a comparatively higher 17.12% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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WBSIX vs. FBGRX - Expense Ratio Comparison
WBSIX has a 1.25% expense ratio, which is higher than FBGRX's 0.79% expense ratio.
Risk-Adjusted Performance
WBSIX vs. FBGRX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for William Blair Small Cap Growth Fund (WBSIX) and Fidelity Blue Chip Growth Fund (FBGRX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Dividends
WBSIX vs. FBGRX - Dividend Comparison
WBSIX's dividend yield for the trailing twelve months is around 1.36%, less than FBGRX's 5.93% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WBSIX William Blair Small Cap Growth Fund | 1.36% | 1.53% | 3.55% | 17.85% | 9.73% | 2.07% | 12.60% | 16.89% | 5.42% | 8.25% | 18.78% | 18.72% |
FBGRX Fidelity Blue Chip Growth Fund | 5.93% | 0.93% | 0.57% | 8.73% | 6.40% | 3.70% | 6.32% | 4.28% | 4.05% | 5.07% | 6.08% | 7.80% |
Drawdowns
WBSIX vs. FBGRX - Drawdown Comparison
The maximum WBSIX drawdown since its inception was -62.35%, which is greater than FBGRX's maximum drawdown of -57.42%. Use the drawdown chart below to compare losses from any high point for WBSIX and FBGRX. For additional features, visit the drawdowns tool.
Volatility
WBSIX vs. FBGRX - Volatility Comparison
The current volatility for William Blair Small Cap Growth Fund (WBSIX) is 5.87%, while Fidelity Blue Chip Growth Fund (FBGRX) has a volatility of 6.79%. This indicates that WBSIX experiences smaller price fluctuations and is considered to be less risky than FBGRX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.